See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: EMPOWER ANNUITY INSURANCE COMPANY O Service code 62 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Float revenue; Recordkeeping fees | $9,338 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,866 | $47,722-10.2% | $82,719-48.2% | $64,808-33.9% |
| Participation rate | 66.6% | 67.6%-1.1pp | 72.6%-6.0pp | 71.5%-4.9pp |
| Annual return | -39.27% | -13.05%-26.2pp | 701.18%-740.5pp | 32.82%-72.1pp |
| Employer contribution / active EE | $1,653 | $2,179-24.1% | $3,009-45.1% | $2,506-34.0% |
| Participant deferral / active EE | $3,029 | $3,329-9.0% | $4,395-31.1% | $4,310-29.7% |
| Admin fee / account holder | $30 | $143-79.4% | $5,329-99.4% | $188-84.3% |